Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

This department typically works from 8am-5pm Monday-Firday.

SUPERVISORY RESPONSIBILITIES: None

SUMMARY: Responsible for performing client follow up and administrative duties related to the Mortgage Warehouse Department of the Bank. The Warehouse Assistant will obtain client’s corporate financials, therefore professional communication with business owners and the ability to build rapport is necessary. Assist in the day-to-day activities and to promote good relations with associates and departments within the Bank to ensure organization and efficiency. Follow the Essentials of Excellence and exhibit Centier’s Corporate Values during every client and associate interaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Monitor all customers monthly to ensure they meet the minimum insurance requirement for Fidelity and E &O coverage, with loss payee naming Centier Bank.
• Track and obtain quarterly and annual compliance certificates from all customers.
• Track and obtain quarterly and annual corporate financials from all customers.
• Track and obtain Corporate Tax returns from all customers.
• Track and obtain financial information from Guarantors, including Personal Financial Statements and Personal Tax Returns (both annually).
• Work in tandem with Vice President Mortgage Warehouse as it relates to all audits performed, including but not limited to: BKD, Indiana DFI, FDICIA, RSM.
• Act as liaison between independent Review firm and our customers, when customer reviews are performed.
• Prepare reference letters, as requested by customers.
• Prepare CPA confirmations, as requested by customers.
• Contract Preparation: Prepare Master Agreements for new customers, including MERS Agreements and Personal Guaranty docs for signature, and prepare Amendments for existing customers as necessary.
• Work in tandem with Mortgage Underwriter in preparing annual reviews and other Board presentations.
• Organize customer Holiday cards and gifts.
• Act and exercise independent judgment to assist with customers in absence of SVP/VP.
• Answer department phone calls, respond to customer requests and direct customer inquiries to appropriate personnel.
• Backup for note shipment and loan payoffs.
• Maintain strict confidence with all information related to customer accounts and bank affairs.
• Monitor and report any known or suspected violation(s) of any regulatory rules or regulations.
• Uphold all compliance rules and regulations, paying special attention to the Bank Secrecy Act.
• Uphold and serve as a champion for the Company’s core values, strategic initiatives, and service expectations.
• Establish rapport with clients and detect and identify their needs, recommend and explain solutions and actions, handle objections, and ask for their business. Understanding and being able to interpret and present Mortgage Warehouse products and services is vital.
• Provide the highest levels of quality service to clients and perform client requested service or transactions in a friendly, positive, professional manner, always using the clients name. Strive to provide a World Class Service experience in every transaction.
• Other duties as assigned by supervisor.

Knowledge, Skills, and Abilities:

• Proficient with Microsoft Word and Excel.
• Ability to work through problems by listening, thinking through all issues, and responding appropriately.
• Ability to take initiative to find answers by researching and asking questions.
• Must be well organized and detail oriented for checklist of loan review and policies.
• Demonstrated success in a fast-paced service environment.
• Strong communication skills; both interpersonal and written are necessary.
• Excellent customer service skills
• Ability to perform work independently and well with others in a team environment.
• Familiarity with loan documents or loan review is a plus.
• Compliance/bank policy knowledge is preferred.

Minimum Qualifications:

• High School diploma or equivalent.
• 3+ years’ Administrative Assistant experience, or banking industry preferred.

Internal Pay Level 6

What do I do now?

• Apply with us!
• Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com .

Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Member FDIC